Internal cost estimating?
I'm not sure where to ask this question. We use ZohoCRM and are, for the most part, quite happy with it. We have a need to do internal cost estimates, I'm sure there's an official term for it, but basically I'm looking to create some kind of internal invoice showing what the costs related to each customer are. Is there a tool like this somewhere in Zoho's library, or does someone have another suggestion?
batch update of records
Due to the current API limits, we are unable to integrate our application with the Zoho CRM. For each Account, we maintain data in an external database and would like that data to be pushed into the CRM. I have setup custom fields for the accounts in Zoho and have written up the code that pulls data out of our database and updates it into Zoho. The issue is that we have more than 500 customers (growing every month). The sync needs to happen daily. But, the API has a limit of 250 requests per day.
can the forum support help me an buliding project that i need?
i have a document excel that i want to put in to a project can it be helpful here? please
How to get the ID in Quick Links
Is there a way to get the ID of the record in the Quick Links function ? Thanks ! Pascal Veilleux
"Notes for this accounts" to lower to the bottom of the page
Hello ZOHO CRM support, i have a question for you and need you help for solutions In Accounts , after i open Any Account there is a section i the middle of the account page "Notes for this accounts".is there a way to lower this section to the bottom of the page? and if so how?--
Admin settings
having a problem in changing admin settings for other users seems to be a bug in software.. any suggestions Zia Khurshid
How do i create multi level variable products
Hi, I want to create multi level variable products Product level Variable 1 variable 2 Variable 3 Bike 1 No carrier Green Saddle White tires Front carrier White Saddle Black Tires Rear carrier yellow saddle Brown tires Both Bike 2 Bike 3 Does anyone know how to set this up in ZOHO CRM
Anyone have a ZoHo CRM Fluid Icon?
Looking for a Fluid Icon for ZoHo CRM. Anyone? Ed
how can i take down "comments about clients"
hello im using CRM-ZOHO(in Hebrew) when i open my accounts files(תיקי לקוחות in hebrew) i have lots of options like "Opprotunities,summary on client and etc" i want my "Comments about Clients"(הערות על תיק לקוח In Hebrew), to scroll down to the bottom of the page? what is the way do to it? thx
See Email Info in Custom View?
Zoho, How can we see email information in a custom view? It is available in reporting, why not in custom view? This would be an extremely powerful tool, at least let us see the "date of last sent email" Is this under development at all? (I've asked this question about a dozen times... and no one from Zoho ever responds. Will this be the lucky post?)
Edit text areas with HTML tags
Hello ZohoCRM team, I'm getting upset by the management of text areas containing HTML. We sell expensive products and since short ZohoCRM offer no more possibilities to format my product description then 30 years ago, at the time of the black background, the green characters and the ASCII table. Of course, I found some tricky work around but need to rely on trick to use a software isn't professional and is risky: should ZohoCRM for some obscure reasons harmonize the interpretation of the HTML at
Multiple users working with the same contact
As a salesman I am on the road quite a bit and rely on my handheld to make calls and schedule appointments. For each contact record there is one owner, and only that owner gets to sync with outlook (and their handheld through the exchange). Is there a way that two users can get the same contact into outlook via sync?
Trying to migrate projects from our CRM to Zoho but all records are skipped
Trying to migrate projects table from our CRM to Zoho but all records are skipped. I am using a csv file that I have formatted the data in to match the Projects CRM data migration. All other CRM migrations are working. All required fields are matched; all id fields have data. Does this feature simply not work? Are there other fields that are required that are not labelled with the required* label?
Quote Template
We are testing the CRM module and think its pretty great! The only problem we are having is with the Quotes template. We need to be able to send the quote with a very detailed description for each product on the quote. This is typically 100 to 150 words per description. I can't see a way to add the field (which we fill with data in the product's page) to each line item. is there an easy way to do this? Can we modify the Quote template with the Professional version? Thanks in advance for any help.
CRM, Contacts & Accounts
Is there a way to associate an existing contact with more than one account? typically this contact will be associated with a parent account and one or more subsidiaries...
From free users to professional
we have 3 free users in crm, I am the administrator, and I would like to use the security administration function. Can I just upgrade my plan from free user to professional user only? If I upgraded to professional editions, with 2 other free users, what is the storage limit for our organization?
Export Leads
Hello, I want to consult you that Is there any quantity limitation when exporting leads? Now I have 3500 records,but only 3000 records could be exported.
How to Query the Zoho CRM database
I want to access the Zoho CRM database. with MS access Is this possible? how do I do this?
How do I assign leads to different sales people?
I get lots of leads into my system is there a way I can assign different salespeople different leads.Also , Can I export my lead form too not just the leads in a csv file.Sometimes I share/sell leads with other companies and I would them to be able to integrate them back into Zoho.So it matches the lead form I use.I have lots of questions and answers on the form that is not normal contact data Thank You Thomas Kost
Exporting from Maximizer Enterprise to ZOHO
Having difficulty! I have created an export file in csv format and have matched the categories and still I get message that no importation into Zoho has taken place . There are about 8000 customer accounts; about 140000 contacts, etc. Here is the 'import report' as was e-mailed to me:' Imported File Name : Accounts to ZOHO.csv No. of Records added : 0 No. of Records updated : 0 No. of Records ignored : 32 (Reason: Due to empty values for any of the mandatory fields)" I have used Maximizer for several
I really need to change home currency!
I need to change the home currency for my organization, but it seems system don't allow this. Can I contact someone in your team to do it? They setup the home currency by mistake as ARS and we need it to be USD as soon as possible. Our CRM is already being used a lot, and can't afford the loss of configurating a new account just to do a simple change. I would appreciate your help as soon as possible. Regards,
Team written Reports with internal ZCRM links
Hi, Every week, we have a debrief meeting with our team. In this meeting, we talked about sales, revenues, number of visits/calls, etc... We also discuss about what went well and what went bad during the week. To do so I'd like to get a free text form in zoho in which I could add: - My words - Internal ZCRM to "tickets" - "Events" - "Solutions" - Reports - etc. So that I will be able to create an enriched text with ZCRM internal links. Any kind of solution would be appreciate . Regards,
Request in an option view including a non-active user impossible
Hello, I need to create a view based on options made by a user that is not longer in the company and has been desactivated. But when you want to do a request zoho allow you to pick up only "active user" and you cannot change the menu to pick up non active user... I really need to do it... thanks for your help Nono
Auto creation of case from opporunity/potential 'closed won'
Hi all, Does anyone know of a way of having a case created automatically when an opporunity / potential is 'closed won'? We are a service company and an opportunity is always a job of some description (it may be a repair, installation, maintenance visit etc). When the customer accepts our quote, we have to open the opportunity, change the stage to closed won (in order to register the sale) and then manually create a case for the job which essentially requires pretty much the same key details
calendar entry for metting when invited...
when one of my staff have a meeting and also invites me? I have to go to the calendar and add this meeting manually. is there a way to automate this process?
B2C and B2B Deals within one setup?
Hi there, I'm currently in the process of setting up Zoho CRM for what we are doing, we effectively have three lines of product: 1) Trade Services - This is a set of services we sell to companies only - B2B 2) Event Services - This is for managing events for both consumers and companies - both B2B and B2C 3) Consumer Services - We sell products to consumers also, primarily 2 different services Leads are collected from a number of different sources, for example emailing, web forms on our website,
Outlook plug-in cant log in
Installation of Outlook plug-in (Outlook 2007) was succesful but when trying to log in (into CRM), asks to provide valid username or password... CRM is in use via Google Apps ids. Outlook plug-in has activated for the user (in Zoho CRM). So, what's next? How to fix this problem?
Set Future Date to field
Hi I am relatively new to ZOHO. When we add a new potential we woild like to set the default closing date to say 90 days from today. Is there a way to achieve this in the Professional version Regards Tony
Setting up an AutoResponder
Hello, I am trying to setup an autoresponder for leads i import. The directions say To set up autoresponders Click the Leads/Contacts tab. In the Leads/Contacts Home page, click Leads/Contacts Tools > Autoresponders. In the Autoresponders page, click Create Autoresponder. My problem is, i do not see the second step in my Leads tab. Could anyone help? I see the LEAD TOOLS however, i do not see anything that says AUTORESPONDERS.
Email issues
I seem to be having a lot of trouble with the emails in this system. Some are not coming through at all, some take quite a while to come through. I also found out that an email I sent to an enquiry went to their spam folder. It is not acceptable to have my emails going into the spam folders of my enquiries. I don't have any issues if I go directly through my gmail account.
Imported leads with wrong dates
Hi, I am new to Zoho CRM and currently evaluating this for our company. I imported leads but the leads has a custom field with a date set to DD/MM/YYYY, and when I did the import I didn't realize that it will default it to MM/DD/YYYY. So now I have all my leads with wrong dates. For example; I have a lead that should be 9/7/2012 (DD/MM/YYYY), currently its recorded as 7/9/2012. I change the local afterwards, but because the months happen to be all under 12, it didn't throw an error when I imported.
Leads are my product. Sending outside Zoho and tracking customers are my goal.
I develop leads online.I want to be able to upload the leads I generate and send them to my customers.Some of my customers use Zoho some don't.I like the look of the form we have made in Zoho and I am trying to send that style to my customers.I dont want to send them a csv file.Then I want to be able to track what I send my customers. Before I came to Zoho I got leads from someone that was using Zoho he sent them to me in a snapshot style ( I think).I would like to be able to send like that Can I
Copying potentials
Is it possible to copy or clone a potential easily? I have entered potentials with a prospect that have license, consultancy and support amounts. As each are different forms of potential revenue and may come in a different times, my boss wants me to separate them into 3 potentials instead of one. I see no easy way to do this. Any ideas people?
Changing Lead Name
I have loads of leads in my database. Initially, I could not enter a 'last name' field because they are film/tv titles rather than people. I created a field called 'title' and used that. I then inputted 'UNKNOWN' for all lead names as it is mandatory. I have now realised that I could easily have the title in the last name field, and would like to copy it over. I am concerned that there is no way to edit a 'LAST NAME' field once you have created a record. Is this true? I would like to mass copy the
Ranking Leads
Is anyone currently ranking their leads? I am thinking to create a custom field in order to rank my leads by numbers 1-3 in order to see how solid of a lead is. Is anyone utilizing something like this? Does anyone have a better way to rank their leads? We would like all leads to be included in our CRM, but when the sales team is going into the leads, i think it would be helpful for them to see the ranking of the lead. Please share your thoughts.
Remind Contacts
Dear All, After create a new purchase order, is it possible to send an email automatically to contact? Thank you, Eggy
CRM Mass Email, also email "email2"
Hi, is there a way to include the email2 address when sending out mass emails from Zoho CRM? Often a contact has several email addresses (for instance husbond and wife) and both would like to receive the information we send out. We on the other hand does not want to have two different contacts for same customer, since husbond and wife are considered as one customer, not two separate. Kind regards, Bo
Price with no comma...
Hello, I am trying to import my product using an excel file (I have tried as well .csv) so everything works find except the price. Indeed all my prices have a comma such as 3,10 $ Once the import is made there is only $ 3.00 I have tried many things but it doesn't work ! Since the support doesn't give the solution for it to work can anyone have had this problem ? and what is the fix ? Maybe there is something I don't understand... Thank you for your help.
One Contact for Multiple Accounts
Is it possible to link a contact to multiple accounts? An example scenario: I deal with restaurant owners. Each restaurant that uses my services is an Account. The restaurant owner is the Contact. In some cases, the owner might own multiple restaurants. I will have a separate account for each of these restaurants but they all have the same contact. Is this possible? If so, can you tell me how?
CRM on iPad
Do you finally have some news about CRM for iPad? Thank you so much
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